- Bank of America (New York, NY)
- …fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product ... strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the...development, and utilize network of asset manager connections to find new offerings. + Responsible for… more
- Comerica (New York, NY)
- …Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate ... required compliance training. Stays current on fiduciary/tax/legal changes that effect a client 's wealth plan or administration of account TEAM MEMBER… more
- S&P Global (New York, NY)
- …growth of the Market Intelligence (MI) Division. The varied product suite addresses client challenges in Credit Risk, Market Risk, Third Party Risk through its data, ... teams including Product Specialists, Customer Success, Prospecting, Marketing and Client Services. **Specific Responsibilities of a Senior Sales Specialist will… more
- Bank of America (New York, NY)
- …Annuity Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and delivering ... business cases, securing, and executing technology projects to optimize client /advisor experience * Delivering exception client /advisor experience through… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- Bank of America (New York, NY)
- …+ Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation ... as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value...+ Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability… more
- Citizens (New York, NY)
- …client 's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and ... a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets,… more
- Comerica (New York, NY)
- …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... and reviews account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- Berkshire Bank (Delmar, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more
- First Horizon Bank (New York, NY)
- … to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner ... + Conduct regular Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and… more